GYLES & ROCHESTER WEALTH INC.

What GYLES & ROCHESTER WEALTH INC. does

Gyles & Rochester Wealth Inc. is a privately held, founder-owned Chartered Professional Accountant firm headquartered at 407 McGill Street, Suite 700, in Old Montreal, Canada. The firm delivers an integrated suite of professional services — chartered professional accounting, accounting and trust services, financial tax advisory, investment management, estate administration, tax services, advisory services, and forensic services — positioned as a "family office" for high-net-worth individuals, families, and private companies. Its primary geographic footprint is the Greater Montreal area (Montréal, Laval, Longueuil), with stated cross-border capability into the United States, the United Kingdom, and France, including US-Canada tax treaty work, FBAR reporting, and residency transitions.

The firm operates on a per-engagement professional services model with bespoke, quote-based pricing tied to client complexity. Its go-to-market is direct: phone inquiries (514-845-5258), website contact forms, and appointment scheduling drive client acquisition, with a secure third-party client portal (secure.dtnetlink.ca/nextgen/) and a subscription newsletter (gylesrochesternews.com) supporting ongoing engagement. No proprietary technology platform is disclosed; the firm references generic "state-of-the-art forensic technology tools" for investigations without naming any underlying stack, architecture, or vendor.

The firm has a stated 20+ year operating history anchored by CEO Robert Gyles, whose credentials (CPA, CFF, CFE, PFS, CGMA, TEP) and experience in financial advisory, domestic and international taxation, and forensic investigations are central to the firm's brand and client relationships. Headcount is in the 1-10 range, revenue is undisclosed, and there are no identified funding rounds, parent companies, subsidiaries, partnerships, M&A activity, or patents.

Name

GYLES & ROCHESTER WEALTH INC.

Legal name

Gyles Rochester

Website

https://gylesrochester.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Gyles & Rochester Wealth Inc. is a Montreal-based Chartered Professional Accountant firm providing integrated tax, estate, investment management, forensic accounting, and advisory services to high-net-worth individuals, families, and private companies in the Greater Montreal area with stated cross-border capability into the US, UK, and France.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Personal & Family Trust Services (FSAAANAA)

Keywords

• Chartered professional accounting
• Tax advisory services
• Estate administration
• Investment management
• Forensic accounting

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Services - Advisory Fees: Gyles & Rochester generates revenue through professional services fees for financial advisory, tax planning, forensic accounting, estate administration, and investment management services. Services are quoted on a per-engagement basis tailored to client complexity and requirements. No subscription or recurring billing models are explicitly described.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Gyles & Rochester is a Montréal-based Chartered Professional Accountant firm delivering a family-office suite of integrated wealth services, including tax planning and compliance (domestic and cross-border), accounting and trust services, estate administration and inheritance tax planning, investment management, corporate and personal advisory, and forensic accounting/litigation support. Services are delivered directly by the firm's professionals to high-net-worth individuals, families, and private companies through in-person meetings, phone consultations, and a secure client portal.

Product overview

Gyles & Rochester is a financial advisory firm offering a comprehensive suite of integrated wealth management services for individuals and private clients. The firm operates as a service-based architecture with multiple interconnected offerings: Chartered Professional Accountants provide the accounting foundation; Accounting and Trust Services deliver ongoing tax advice and trust management; Financial Tax Advisory Services handle tax planning and cross-border tax compliance; Investment Management provides strategic investment advisory with forensic technology tools; Estate Administration manages estate planning and settlement; Tax Services cover corporate and personal taxation including forensic taxation for disputes; Advisory Services offer strategic consulting and international banking facilitation; and Forensic Services provide investigative accounting and litigation support. These services are designed to work together as a holistic family office approach, addressing the full spectrum of financial, tax, and estate planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Chartered Professional Accountant Services

Quantifiable outcome

• Effective, objective, and swift approach to forensic taxation and government audit defense
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Crowe Soberman LLP: Canadian mid-market chartered professional firm providing tax, advisory, and wealth services to private clients, families, and entrepreneurs — comparable boutique CPA/advisory model serving HNW Canadian clients.
• PWL Capital: Canadian fee-only wealth management and financial planning firm serving HNW individuals and families, founded in Montreal — directly comparable fee-only investment advisory and financial-planning offering for HNW households.
• Raymond Chabot Grant Thornton: Quebec-rooted chartered accountant and advisory firm offering tax, assurance, and consulting services to private businesses and HNW clients — comparable as a competing Montreal-based CPA practice with overlapping HNW and private-company client base.
• Mallette S.E.N.C.R.L. Quebec-headquartered chartered professional accounting and advisory firm offering tax, assurance, and consulting to private clients and SMEs — directly comparable Quebec CPA firm with overlapping HNW and private-company clientele.
• Richter: Montreal-headquartered firm providing integrated accounting, tax, advisory, and wealth management services to private companies, HNW individuals, and families across Canada — directly comparable to G&R's multi-disciplinary family-office model in the same local market.
• T.E. Wealth: Independent Canadian fee-only wealth advisory firm serving HNW individuals and families with integrated financial planning and investment management — closely comparable to G&R's fiduciary, conflict-free investment advisory positioning.

Broad incumbents

• BDO Canada: Large national accounting and advisory network in Canada delivering tax, audit, and wealth advisory services across all major cities — comparable as a scaled competitor whose national footprint and breadth can match G&R's specialized offerings at greater scale.
• KPMG LLP Canada: Big 4 firm in Canada with deep private-enterprise tax, international tax, and HNW advisory practices — comparable as a full-service incumbent offering the same tax, estate, and cross-border services at vastly greater scale.
• Fiera Capital Corporation: Major Montreal-headquartered independent investment manager offering discretionary wealth, institutional, and alternative investment solutions — comparable as a Montreal-based investment advisory incumbent competing for the same HNW and family-office mandates.

Emerging players

• Letko Brosseau Asset Management: Montreal-based independent active asset manager serving institutional and private-wealth clients — comparable as a local investment-advisory peer targeting a similar Greater Montreal HNW client base with discretionary portfolio mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gyles-rochester

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GYLES & ROCHESTER WEALTH INC.